Filed September 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $6,186 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,592 | $55,453-48.4% | $170,435-83.2% | $62,293-54.1% |
| Participation rate | 50.6% | 66.4%-15.8pp | 83.6%-33.0pp | 69.5%-18.9pp |
| Annual return | 13.68% | 21.38%-7.7pp | 205.94%-192.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,036 | $2,164-52.1% | $5,432-80.9% | $2,042-49.3% |
| Participant deferral / active EE | $1,288 | $2,303-44.1% | $4,939-73.9% | $3,169-59.4% |
| Admin fee / account holder | $85 | $455-81.3% | $13,881-99.4% | $479-82.3% |